Business Insights: know how your business is really doing

Premium, commission, lead conversion and, for teams, performance by advisor and branch, counted from the records you already keep.

Broker workspace · Dashboard

Advisors

Customers

Active policies

Overdue renewals

Advisor performance

Advisor	Customers	Policies	Premium	Overdue
Anita DeshmukhAndheri West	8	13	₹2,16,600	2
Kavita PatelNavrangpura	2	4	₹83,600	0
Sneha KulkarniKothrud	2	3	₹60,700	1
Vikram NairAndheri West	3	4	₹57,700	0

Product preview with sample data

See revenue without a spreadsheet

Know what is converting

Manage a team on facts

Numbers you can act on

Know how the business is doing: premium, commission, lead conversion and, for teams, performance by advisor and branch.

Live

Premium under management and commission by month, by policy type and by status.

Live

Renewal outcomes, open claims and customers added over time.

Live

Your lead funnel by stage, with the share of closed leads you won.

Live

For agencies and brokers: customers, premium, renewals and conversion by advisor and by branch.

Live

Customer, policy, renewal, claim, commission and lead reports, downloadable as CSV.

Figures are calculated from your own records in Policy Mitra AIOS. They are not statements from an insurer.

Add policies, record renewals, move leads. There is nothing extra to fill in.

Premium, commission and conversion are calculated from those records.

See which product, advisor or branch needs attention, and export the report.

Each pillar works on the same customers, families and policies.

Start the 30-day free trial, or ask for a walkthrough of exactly the parts you need.